Original filing (PDF)20250528093037NAL0006414337001

HERITAGE YACHTS INC

Name: HERITAGE YACHTS INC — HERITAGE YACHTS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HERITAGE YACHTS INC

Form 5500-SF

FILING_RECEIVED

HERITAGE YACHTS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE YACHTS INC.

Plan sponsor

Name

HERITAGE YACHTS INC

EIN

59-3496831all filings

Address

1300 OCEAN AVE · SEA BRIGHT, NJ · 077602224

Phone

(860) 575-2769

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TIMBERGYMS

TIMBERGYMS, LLC 401(K) PLAN

$56K · 16 participants

MALKI-LOWERY CORP

MALKI-LOWERY CORP 401K PLAN

$57K · 28 participants

THE BEARDED BEAGLE LLC

THE BEARDED BEAGLE 401(K) PLAN

$57K · 17 participants

T&G SPORTS LLC

T&G SPORTS LLC 401(K) PLAN

$58K · 30 participants

VELO CITY CYCLES

VELO CITY CYCLES 401(K) PLAN

$55K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.